US AI stocks alpha today:
$MSFT hits new ATH at $548. Their in-house Maia 300 chip cuts $NVDA dependency while Copilot prints revenue. Vertical integration play working.
Memory sector bleeding out. Korea down 10%, but $MU showing exhaustion on sell side—dip buyers stepping in.
$SPCX tanked 4%. 328M shares unlock on the 24th. Another 1.1B in Nov. Dilution szn incoming.
$ASML earnings drop today. Consensus: +55% revenue YoY, EPS doubles. Implied move 5-6%. Options pricing in volatility.
$FRMI (AI datacenter dev) rips 15% after $AMD backs their financing—locking in $6.5B GPU revenue. Circular funding vibes or legit deal flow? Watch the fine print.
$MSFT hits new ATH at $548. Their in-house Maia 300 chip cuts $NVDA dependency while Copilot prints revenue. Vertical integration play working.
Memory sector bleeding out. Korea down 10%, but $MU showing exhaustion on sell side—dip buyers stepping in.
$SPCX tanked 4%. 328M shares unlock on the 24th. Another 1.1B in Nov. Dilution szn incoming.
$ASML earnings drop today. Consensus: +55% revenue YoY, EPS doubles. Implied move 5-6%. Options pricing in volatility.
$FRMI (AI datacenter dev) rips 15% after $AMD backs their financing—locking in $6.5B GPU revenue. Circular funding vibes or legit deal flow? Watch the fine print.